Sanjay Sharma - 23 Apr 2026 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Reporting relationship: Officer
Issuer ticker: SEIC
Reported as of: 23 Apr 2026
Net transaction value: -$2,253,013
SEC form: 4
Accepted by SEC: 23 Apr 2026, 17:35:20 UTC
Prior SEC filing: 16 Dec 2025
Source filing: View source filing
Reporting owner signature: /s/ Sanjay Sharma by Diane M. Gallagher, attorney in fact

Key filing fact

Sanjay Sharma filed Form 4 for SEI INVESTMENTS CO (SEIC) on 23 Apr 2026.

Key facts

This page summarizes Sanjay Sharma's Form 4 filing for SEI INVESTMENTS CO (SEIC).
5 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 23 Apr 2026, 17:35.

Change

Previous filing in this sequence was filed on 16 Dec 2025.
Current net transaction value: -$2,253,013.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001964495 Primary reporting owner

Sharma Sanjay

Relationship: Officer
Address: ONE FREEDOM VALLEY DRIVE, OAKS
Signature: /s/ Sanjay Sharma by Diane M. Gallagher, attorney in fact
Signature date: 23 Apr 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SEIC transaction

Common Stock

Options Exercise

Transaction value
Shares: +12,500
Change %: +31%
Price: $49.63^*
Shares after: 52,329
Date: 23 Apr 2026
Ownership: Direct

SEIC transaction

Common Stock

Options Exercise

Transaction value
Shares: +12,500
Change %: +24%
Price: $49.63^*
Shares after: 64,829
Date: 23 Apr 2026
Ownership: Direct

SEIC transaction

Common Stock

Sale

Transaction value: $2,111,565
Shares: -23,441
Change %: -36%
Price: $90.08
Shares after: 41,388
Date: 23 Apr 2026
Ownership: Direct
Footnotes: F1

SEIC transaction

Common Stock

Sale

Transaction value: $141,448
Shares: -1,559
Change %: -3.8%
Price: $90.73
Shares after: 39,829
Date: 23 Apr 2026
Ownership: Direct
Footnotes: F2

SEIC holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 2,654
Date: 23 Apr 2026
Ownership: By Employee Stock Purchase Plan
Footnotes: F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SEIC transaction Derivative

Option to Purchase Common Stock

Options Exercise

Transaction value
Shares: -12,500
Change %: -100%
Price
Shares after: 0
Date: 23 Apr 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 12,500
Exercise price: $49.63
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Represents the weighted average of a range of sale prices from $89.67 to $90.58. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company, or any stockholder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Footnote F2

Represents the weighted average of a range of sale prices from $90.67 to $90.86. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company, or any stockholder of the Company, upon request, full information regarding the number of shares sold at each separate price.

Footnote F3

Reflects the acquisition through the Employee Stock Purchase Plan of 284.5759 shares of common stock since the Reporting Person's most recent Form 4 filing.

Footnote F4

Received as employment compensation

SEC remarks

Title: Executive Vice President, CEO of SEI International, and Global Head of SEI's Private Banking business